Heath Visser – Financial Adviser
Adviser identifying number: 239856
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995
Name of the licence holder: MAGNITUDE GROUP PTY LTD
Licence number: 221557
Licensee’s ABN: 54086266202
Licence controlled by: WESTPAC BANKING CORPORATION
The date the Financial Adviser commenced the appointment: 04/05/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BRENDAN ATKINS & ASSOCIATES PTY LTD LIFE’S A BREEZE PTY LTD CHARTER CAPITAL WEALTH MANAGEMENT PTY LTD BAKER YOUNG HART PTY LTD & JANE T GUN CHILL ADVICE PTY LTD VISSER ADVICE PTY LTD PFMH PTY LTD
Authorised Representative identifying number: 331222
Authorised Representative’s ABN: 59709766877
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- ASX Accredited Listed Producted Adviser Program – Kaplan Professional Education
- Certified Financial Planner – Financial Planning Association Of Australia
- Diploma Of Financial Planning – Deakin University
- Self Managed Superannuation Funds – Tribeca Learning (Australia) Pty Ltd
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Heath Visser is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation